A CRM Riff
A mostly Microsoft Dynamics CRM blog with random riffs on music, Microsoft, and the Northwest.
You can create an Advanced Find query to return all active cases and sort by case owner. For cases,...
Author: Jim Glass Jr Date: 07/17/2006
CRM Live is another option. It's a service that is taylored for the jet-set crowd who wants...
Author: Jim Glass Jr Date: 07/12/2006
A customer asks, "What is the difference between a campaign and a marketing list?" Here are...
Author: Jim Glass Jr Date: 07/11/2006
I don't know if anyone noticed (smile) but I have been gone for ten days. Suzy, my children's...
Author: Jim Glass Jr Date: 07/10/2006
I'm on an Alaskan cruise and thinking about the jazz gigs I'm missing in Washington. Okay, just a...
Author: Jim Glass Jr Date: 07/07/2006
The internal Microsoft bloggers alias, where no topic is taboo and I find out things fast than the...
Author: Jim Glass Jr Date: 06/29/2006
Why is blogging important to your business? What are some of the best practices when implementing...
Author: Jim Glass Jr Date: 06/27/2006
Find answers to common questions that arise while setting up reporting in Microsoft CRM. As we...
Author: Jim Glass Jr Date: 06/26/2006
In my We're Listening post I talked about mining the great suggestions that our customers send to...
Author: Jim Glass Jr Date: 06/22/2006
You have a number of options when choosing how the date will look in your implementation of...
Author: Jim Glass Jr Date: 06/20/2006
Sometimes the only time a person gets roses is when they have died. I'm betting that person would...
Author: Jim Glass Jr Date: 06/19/2006
This from online Help includes four topics that describe available reports provided out of the box....
Author: Jim Glass Jr Date: 06/16/2006
I was watching the news last night, and it seems like it's a little early in the season for...
Author: Jim Glass Jr Date: 06/13/2006
It's amazing to read about this story and see the different spins that certain groups have about...
Author: Jim Glass Jr Date: 06/12/2006
Charlie Wood writes: I will be running a session at TechEd in Boston next week which is all about...
Author: Jim Glass Jr Date: 06/09/2006
I came across this last week and had to share it with you: "I’ll give you a real positive that our...
Author: Jim Glass Jr Date: 06/08/2006
As I wander through the corporate wilderness, I sometimes feel the world needs a CTRL+Z key. The...
Author: Jim Glass Jr Date: 06/06/2006
A customer asks, "What are services and how do you use them in the CRM World?" Good question....
Author: Jim Glass Jr Date: 06/01/2006
I see a lot of questions about the languages supported by our product. The Microsoft Dynamics CRM...
Author: Jim Glass Jr Date: 05/31/2006
I am so pleased to announce that the CRM Sandbox has hit over 2500 subscribers. This Internet...
Author: Jim Glass Jr Date: 05/30/2006
In Flanders Fields In Flanders fields the poppies blowBetween the crosses, row on rowThat mark our...
Author: Jim Glass Jr Date: 05/26/2006
Find answers to common questions that arise while planning and installing reporting in Microsoft...
Author: Jim Glass Jr Date: 05/25/2006
Ben Vollmer tilts his lance at this issue I have seen asked many times and in many forums: "I have...
Author: Jim Glass Jr Date: 05/24/2006
Today I announced the CRM Sandbox Code Contest here: Share your CRM solution and win an Xbox 360 on...
Author: Jim Glass Jr Date: 05/23/2006
I wanted to remind y'all about the Microsoft Dynamics CRM 3.0 suggestion program that we host at...
Author: Jim Glass Jr Date: 05/18/2006
The CRM team currently uses newsgroups and message boards to provide a venue for customers and...
Author: Jim Glass Jr Date: 05/15/2006
From the field: I need knowledge around fields to select in mailletter after creating a marketing...
Author: Jim Glass Jr Date: 05/12/2006
Keith Combs blogs: One of the most popular IT Pro blogs in the world just got a new face, and more...
Author: Jim Glass Jr Date: 05/09/2006
A customer asks, "Hi all, I am looking for a best practice in how to migrate in the most efficient...
Author: Jim Glass Jr Date: 05/09/2006
Robert Scoble notes, "Whew, they just sent around the latest stats from our employee blogs at...
Author: Jim Glass Jr Date: 05/08/2006
I just got this e-mail from Renee, the lead editor on the CRM UX (User Experience) team: Announcing...
Author: Jim Glass Jr Date: 05/05/2006
A magazine recently ran a "Dilbert Quotes" contest. They were looking for people to submit quotes...
Author: Jim Glass Jr Date: 05/02/2006
Not only is the CRM Team blog now available it is staffed with the same devs, PMs, QA, and UX folks...
Author: Jim Glass Jr Date: 05/01/2006
I was nosing around on the Microsoft Training sites and I found this keeper: Get a FREE Second...
Author: Jim Glass Jr Date: 04/27/2006
Q: I was specifically looking for information on what an alert will do and how it will show up in...
Author: Jim Glass Jr Date: 04/25/2006
I happened to be talking to a coworker about 'Growing Your Career'. It seems this has been the...
Author: Jim Glass Jr Date: 04/19/2006
You can use Quick campaigns in either the Sales or Marketing areas of Microsoft Dynamics CRM to...
Author: Jim Glass Jr Date: 04/17/2006
A great example of a sales process can be found in the Workflow Manager Help. The example uses a...
Author: Jim Glass Jr Date: 04/13/2006
A nice pointer from Anne Stanton to A CRM blog: "The problem is the following: As the breadth of...
Author: Jim Glass Jr Date: 04/06/2006
If you didn't get to go to Convergence 2006, start working it with your management team today for...
Author: Jim Glass Jr Date: 04/03/2006
At Convergence 2006 I met many of the MVPs and bloggers whom I have been corresponding with during...
Author: Jim Glass Jr Date: 04/03/2006
I have been toying with the idea of creating a new Dynamics forums along the lines of the MSDN...
Author: Jim Glass Jr Date: 03/30/2006
It works the way you do. Microsoft Dynamics CRM 3.0 drives high user adoption by delivering...
Author: Jim Glass Jr Date: 03/27/2006
I spent all day talking to MVPs, ISVs, partners, customers about the excitement surrounding...
Author: Jim Glass Jr Date: 03/25/2006
I spent most of the day traveling from Seattle to Dallas. Even with a direct flight, I spent from 7...
Author: Jim Glass Jr Date: 03/23/2006
Have you ever tried to find a solution provider for a business need quickly? You can search the...
Author: Jim Glass Jr Date: 03/20/2006
Josh Ledgard talks about splogging and I learn about a new phenomenon. Last year Wired sez:...
Author: Jim Glass Jr Date: 03/16/2006
I am all set to attend Convergence 2006. I'll even have a short spiel on the CRM Sandbox web site....
Author: Jim Glass Jr Date: 03/14/2006